CAPTRUST Financial Advisors’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $449K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $509K | Hold |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $438K | Buy |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $227K | Hold |
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|
2020
Q1 | $191K | Hold |
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|
2019
Q4 | $299K | Hold |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $335K | Hold |
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|
2018
Q2 | $297K | Buy |
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